Blue Granite Capital is a Registered Investment Advisory firm located in Charleston, South Carolina. Our partners have a combined ninety-five years of diverse investment experience. Our investment management services are focused on capital preservation, tax efficient investing and a low-risk approach to asset growth by developing a balanced portfolio of stocks and bonds.
Investment Philosophy
- We believe portfolio returns are enhanced by remaining invested through market fluctuations over the long term.
- The ability to generate alpha requires both top-down macroeconomic analysis and bottom-up fundamental research
- Over longer time periods, a balanced ‘core’ strategy of 70% equities and 30% bonds provides equity-like returns, with significantly less down-side risk
- Markets have historically displayed inefficiencies that can be exploited through active, opportunistic, management with a value orientation
- And we’ve demonstrated this on behalf of Blue Granite’s clients: During the 'Great Recession', as a part of our disciplined strategy, we continuously bought attractively valued equities during the market pullback. As a result, we recovered 100% of client principal by the end of 2009 while the S&P didn't recover until 2012 [1]
[1]Past performance is not indicative or a guarantee of future performance. Investors should carefully review investment features, expenses, risks and historic performance prior to making investment decisions. Investors should consult with their investment advisor to determine if investments described herein may be consistent with their investment objectives.